Created by a top exit planning practitioner, using the same techniques that successfully sold consulting services to over 500 business owners. An ExitMap® Marketing Subscription provides you with the tools, system and training to reach more prospects and engage more clients.
Start today for only $99 a month!
Step 1 – First Contact! Client completes the 15-minute questionnaire.
A. At your request, or
B. From a custom widget in your email signature, or
C. Via links in your newsletter, or
D. Offered in a presentation or webinar, or
E. Through their trade or professional association, or
F. At the recommendation of a referral source.
The Assessment consists of 22 multiple choice questions
and requires no financial or confidential information.
Step 2 – Call. Schedule a video or in-person debriefing.
The client can only receive the 40-page Analysis by
scheduling a meeting with you.
Step 3 – Debrief. A one hour conversation to
identify client objectives and highlight your skills.
Present the client’s custom Analysis as an attractive and professional “thank you” for meeting. It describes the specific areas where he or she could use your assistance.
Step 4 – Proposal. Detail how you will assist the client in his or her exit readiness.
Step 5 – Engagement. Begin your professional advisory relationship.
Our Guaranteed Onboarding Process™ will have a major impact on the success of your practice. We guarantee you’ll sign a new client engagement within 60 days, or we’ll refund 100% of your investment!